Purchases and Sales Made in Q2 2025 in Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE YIELD ENHANCED U.S..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
149+ 1.13% |
$6.33K - $6.51K
|
13.4K
$583K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
133+ 2.78% |
$5.65K - $5.81K
|
4.92K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
83New |
$3.53K - $3.63K
|
83
$3.62K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
74+ 1.14% |
$3.15K - $3.23K
|
6.59K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
67+ 1.13% |
$2.85K - $2.93K
|
6.02K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
62+ 1.85% |
$2.64K - $2.71K
|
3.42K
$149K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
58+ 1.13% |
$2.47K - $2.53K
|
5.21K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
49New |
$2.08K - $2.14K
|
49
$2.14K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
21+ 0.16% |
$893 - $918
|
13K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 0.14% |
$468 - $481
|
7.66K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.11% |
$468 - $481
|
10.2K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.09% |
$128 - $131
|
278
$12.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.97% |
$85 - $87.4
|
209
$9.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-16- 10.67% |
$680 - $699
|
134
$5.85K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-94- 1.77% |
$4K - $4.11K
|
5.21K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-124- 2.17% |
$5.27K - $5.42K
|
5.6K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-157- 2.24% |
$6.67K - $6.86K
|
6.85K
$299K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-201- 1.62% |
$8.54K - $8.78K
|
12.2K
$534K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-202- 28.69% |
$8.59K - $8.83K
|
502
$21.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-239- 3.18% |
$10.2K - $10.4K
|
7.27K
$317K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-252- 3.15% |
$10.7K - $11K
|
7.75K
$338K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-256Closed |
$10.9K - $11.2K
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-258- 5.79% |
$11K - $11.3K
|
4.2K
$183K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-310- 2.59% |
$13.2K - $13.5K
|
11.7K
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-313- 1.19% |
$13.3K - $13.7K
|
26K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-313- 3.32% |
$13.3K - $13.7K
|
9.13K
$398K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-405- 0.65% |
$17.2K - $17.7K
|
62.2K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-412- 6.49% |
$17.5K - $18K
|
5.94K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-426- 4.67% |
$18.1K - $18.6K
|
8.7K
$379K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-479- 3.68% |
$20.4K - $20.9K
|
12.5K
$548K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-573- 8.63% |
$24.4K - $25K
|
6.07K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-615- 7.04% |
$26.1K - $26.9K
|
8.12K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-670- 7.01% |
$28.5K - $29.3K
|
8.89K
$388K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-700- 1.43% |
$29.8K - $30.6K
|
48.2K
$2.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-866- 15.67% |
$36.8K - $37.8K
|
4.66K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-876- 3.0% |
$37.2K - $38.3K
|
28.3K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-985- 0.63% |
$41.9K - $43K
|
156K
$6.81M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 15.71% |
$52.8K - $54.2K
|
6.66K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.24K- 7.13% |
$52.8K - $54.3K
|
16.2K
$706K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.67K- 3.08% |
$70.9K - $72.9K
|
52.5K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 0.19% |
$71.4K - $73.4K
|
860K
$37.5M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.74K- 8.42% |
$74K - $76.1K
|
18.9K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.92K- 82.55% |
$81.4K - $83.7K
|
405
$17.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.95K- 10.88% |
$82.9K - $85.2K
|
16K
$696K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.3K- 27.31% |
$97.9K - $101K
|
6.13K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.48K- 0.21% |
$105K - $108K
|
1.18M
$51.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.04K- 9.81% |
$129K - $133K
|
28K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.18K- 8.14% |
$135K - $139K
|
35.9K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.24K- 2.41% |
$138K - $142K
|
131K
$5.72M
|